TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.7M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M
5
KEY icon
KeyCorp
KEY
+$3.39M

Top Sells

1
+$9.57M
2
+$8.07M
3
+$4.5M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.23M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Technology 9.12%
2 Healthcare 8.3%
3 Financials 7.04%
4 Industrials 4.37%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.72M 0.28%
73,706
-23,750
77
$5.72M 0.28%
20,865
-40
78
$5.69M 0.28%
90,583
-11,909
79
$5.54M 0.27%
109,649
+26,637
80
$5.5M 0.27%
176,212
-3,400
81
$5.5M 0.27%
147,555
+29,930
82
$5.49M 0.27%
130,263
+787
83
$5.37M 0.26%
36,753
-670
84
$5.22M 0.25%
33,061
+16,382
85
$5.2M 0.25%
8,541
-1,025
86
$5.15M 0.25%
106,060
-5,360
87
$5.12M 0.25%
10,765
+2,186
88
$5.12M 0.25%
126,438
+2,244
89
$5.1M 0.25%
30,623
-2,493
90
$5.08M 0.25%
65,967
-14,854
91
$4.99M 0.24%
30,907
-4,502
92
$4.96M 0.24%
236,744
-6,763
93
$4.94M 0.24%
124,476
-28,574
94
$4.93M 0.24%
25,032
+1,972
95
$4.9M 0.24%
61,158
-46
96
$4.85M 0.24%
44,607
+564
97
$4.84M 0.24%
25,654
-1,641
98
$4.8M 0.23%
97,507
+847
99
$4.69M 0.23%
28,777
+68
100
$4.69M 0.23%
65,794
-5,824
2 3
4
5 6